Brewin Dolphin Wealth Management’s Marsh MRSH Stock Holding History

Brewin Dolphin Wealth Management’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$345K	Hold	2,225	–	–	0.04%	105
2022 Q1	$379K	Hold	2,225	–	–	0.04%	104
2021 Q4	$387K	Hold	2,225	–	–	0.04%	107
2021 Q3	$337K	Buy	2,225 +340	+18%	+$51.4K	0.04%	115
2021 Q2	$265K	Hold	1,885	–	–	0.03%	116
2021 Q1	$230K	Sell	1,885 -75	-4%	-$8.64K	0.04%	108
2020 Q4	$229K	Sell	1,960 -100	-5%	-$11.4K	0.04%	102
2020 Q3	$236K	Sell	2,060 -300	-13%	-$34.4K	0.04%	97
2020 Q2	$253K	Hold	2,360	–	–	0.05%	95
2020 Q1	$204K	Sell	2,360 -50	-2%	-$5.33K	0.11%	67
2019 Q4	$268K	Sell	2,410 -50	-2%	-$5.22K	0.12%	63
2019 Q3	$246K	Hold	2,460	–	–	0.13%	67
2019 Q2	$245K	Hold	2,460	–	–	0.13%	67
2019 Q1	$231K	Hold	2,460	–	–	0.13%	69
2018 Q4	$196K	Hold	2,460	–	–	0.12%	70
2018 Q3	$203K	Hold	2,460	–	–	0.11%	72
2018 Q2	$202K	Hold	2,460	–	–	0.12%	71
2018 Q1	$203K	Hold	2,460	–	–	0.13%	69
2017 Q4	$200K	Hold	2,460	–	–	0.13%	68
2017 Q3	$206K	Buy	+2,460	New	+$195K	0.14%	60

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brewin Dolphin Wealth Management's MRSH Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Marsh (MRSH) position steady in Q2 2022 at 2,225 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #105.

Brewin Dolphin Wealth Management first reported a position in MRSH in Q3 2017 and has held it in 20 quarters since. The position peaked at $387K in Q4 2021. 1,148 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

Brewin Dolphin Wealth Management held 2,225 shares of Marsh worth $345K as of Q2 2022.
Brewin Dolphin Wealth Management left its Marsh share count unchanged in Q2 2022.
Marsh made up 0.04% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #105 holding.
Brewin Dolphin Wealth Management first reported a position in Marsh in Q3 2017 and has held it in 20 quarters since.
Brewin Dolphin Wealth Management's Marsh position peaked at $387K in Q4 2021.
1,148 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.